Create and Manage Regions for Accounts

Create New Regions

1. Go to the Accounts tab

2. Click Manage Regions in the lefthand sub-navigation

3. Click Add Account Region in the lefthand sub-nav of this page

4. Add your desired Region

   • The Zone Identifier field is optional and does not need to be populated unless instructed otherwise.

5. Click the blue Create button

Duplicate this process for each region you would like to create.

When the region set up has been completed, an Account can be edited to include a Region. Once you have assigned regions to the accounts, you can use the Filter on Region filter at the top of the Accounts page.

Manage / Delete Regions

1. Go to the Accounts tab

2. Click Manage Regions in the lefthand sub-navigation

3. Click on the name of the region you would like to edit

4. From the left navigation, click on Edit

5. After making the desired changes, click on Update